+182.8%
HIMS vs SO
+92.3%
+90.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -3.9% | -0.2% | -3.8% | -3.9% |
| 30D | -12.4% | -4.6% | -7.9% | -12.7% |
| 3M | -1.1% | -3.0% | +2.0% | -1.3% |
| 6M | +68.4% | -8.3% | +76.7% | +67.9% |
| YTD | -14.7% | +3.5% | -18.2% | -14.8% |
| 1Y | -42.4% | -0.9% | -41.5% | -42.5% |
| 3Y | +304.5% | +45.4% | +259.2% | +297.3% |
| 5Y | +237.5% | +59.6% | +177.9% | +231.7% |
| All | +182.8% | +92.3% | +90.4% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling